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PDT Partners’s Lakeland Financial Corp LKFN Stock Holding History

PDT Partners’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-15,937
Closed -$756K – 617
2023
Q3 		$756K Sell
15,937
-7,421
-32% -$384K 0.1% 348
2023
Q2 		$1.13M Sell
23,358
-8,277
-26% -$433K 0.16% 223
2023
Q1 		$1.98M Buy
31,635
+7,870
+33% +$549K 0.27% 124
2022
Q4 		$1.73M Buy
+23,765
New +$1.82M 0.28% 101
2020
Q2 		– Sell
-31,222
Closed -$1.15M – 749
2020
Q1 		$1.15M Buy
31,222
+13,534
+77% +$588K 0.09% 213
2019
Q4 		$865K Sell
17,688
-2,401
-12% -$112K 0.05% 308
2019
Q3 		$884K Sell
20,089
-987
-5% -$43.6K 0.05% 293
2019
Q2 		$987K Sell
21,076
-1,000
-5% -$46.6K 0.06% 256
2019
Q1 		$998K Buy
22,076
+676
+3% +$30.8K 0.06% 259
2018
Q4 		$859K Buy
21,400
+14,600
+215% +$635K 0.05% 283
2018
Q3 		$316K Sell
6,800
-1,712
-20% -$83.7K 0.01% 398
2018
Q2 		$410K Sell
8,512
-2,488
-23% -$121K 0.02% 415
2018
Q1 		$509K Hold
11,000
– – 0.02% 431
2017
Q4 		$533K Hold
11,000
– – 0.02% 420
2017
Q3 		$536K Hold
11,000
– – 0.02% 425
2017
Q2 		$505K Sell
11,000
-57
-0.5% -$2.54K 0.02% 405
2017
Q1 		$477K Sell
11,057
-1,543
-12% -$69K 0.03% 384
2016
Q4 		$597K Sell
12,600
-300
-2% -$12.2K 0.04% 377
2016
Q3 		$457K Buy
12,900
+150
+1% +$5.18K 0.03% 385
2016
Q2 		$400K Buy
12,750
+2,700
+27% +$84.8K 0.03% 354
2016
Q1 		$307K Buy
10,050
+1,950
+24% +$56.5K 0.02% 467
2015
Q4 		$252K Buy
+8,100
New +$252K 0.03% 331

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDT Partners's LKFN Position: Q4 2023 in Review

PDT Partners sold out of Lakeland Financial Corp (LKFN) in Q4 2023, closing a stake of 15,937 shares — an estimated $756K sold.

PDT Partners first reported a position in LKFN in Q4 2015 and held it in 22 quarters. The position peaked at $1.98M in Q1 2023. 207 funds tracked by Wall St. Rank hold LKFN as of Q4 2023.

  • PDT Partners reported no remaining Lakeland Financial Corp position as of Q4 2023 after selling out during the quarter.
  • PDT Partners sold 15,937 Lakeland Financial Corp shares in Q4 2023, an estimated $756K.
  • PDT Partners first reported a position in Lakeland Financial Corp in Q4 2015 and held it in 22 quarters.
  • PDT Partners's Lakeland Financial Corp position peaked at $1.98M in Q1 2023.
  • 207 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2023.

Based on PDT Partners's 13F filing for Q4 2023, filed 14 Feb 2024.